Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49315.55 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45250.41 Kr¶
PnL: ---------------------------------------> 194.41 Kr¶
DD now: ---------------------------------> -7.163 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:36:33.729102'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.220000 | 1664.100000 | 195.100000 | 13.280000 | 1468.999998 |
| Orrön Energy | 180 | -0.530000 | 2190.600000 | 147.600000 | 7.220000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.400000 | 991.000000 | 56.000000 | 5.990000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Sedana Medical | 93 | -3.770000 | 2561.220000 | 40.220000 | 1.600000 | 2521.000011 |
| Sagax B | 4 | -0.450000 | 893.200000 | 39.200000 | 4.590000 | 854.000000 |
| Hexatronic Group | 12 | 0.410000 | 1005.840000 | 38.840000 | 4.020000 | 966.999996 |
| Catena | 2 | -1.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| JM | 6 | -0.600000 | 897.000000 | 33.000000 | 3.820000 | 864.000000 |
| OX2 | 13 | 1.970000 | 973.700000 | 23.700000 | 2.490000 | 949.999999 |
| Bilia A | 8 | 0.610000 | 921.600000 | 21.600000 | 2.400000 | 900.000000 |
| HEXPOL B | 9 | 0.790000 | 1035.900000 | 14.900000 | 1.460000 | 1020.999996 |
| BioGaia B | 8 | -0.760000 | 943.200000 | 13.200000 | 1.420000 | 930.000000 |
| Biotage | 7 | -0.510000 | 952.700000 | 11.700000 | 1.240000 | 940.999997 |
| Gränges | 9 | -0.480000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Byggmax Group | 33 | -1.490000 | 958.980000 | 2.980000 | 0.310000 | 956.000001 |
| AcadeMedia | 8 | -0.980000 | 402.400000 | 0.400000 | 0.100000 | 402.000000 |
| Clas Ohlson B | 12 | -1.520000 | 969.000000 | -4.000000 | -0.410000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.810000 | 773.400000 | -5.600000 | -0.720000 | 779.000001 |
| EQT | 4 | -1.290000 | 825.600000 | -6.400000 | -0.770000 | 832.000000 |
| VEF | 909 | -3.620000 | 1839.820000 | -10.180000 | -0.550000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| SKF B | 5 | -0.190000 | 916.500000 | -23.500000 | -2.500000 | 940.000000 |
| Addnode Group B | 11 | -0.670000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| Indutrade | 5 | -0.420000 | 1185.000000 | -33.000000 | -2.710000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Latour B | 4 | -0.740000 | 810.000000 | -47.000000 | -5.480000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.800000 | 1042.200000 | -66.800000 | -6.020000 | 1109.000001 |
| BHG Group | 97 | -1.830000 | 1356.060000 | -102.940000 | -7.060000 | 1458.999989 |
| Hexagon B | 26 | -2.350000 | 3352.700000 | -108.300000 | -3.130000 | 3461.000010 |
| TOTAL | 45252.470000 | 196.470000 | -7.1655% | 45056.000411 |
Updated:¶
'2023-07-05 11:35:17.923211'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
